CHIEF GROWTH OFFICER (Charlotte) Job at Independent Advisor Alliance, Charlotte, NC

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  • Independent Advisor Alliance
  • Charlotte, NC

Job Description

Join to apply for the Chief Growth Officer role at Independent Advisor Alliance .

22 hours ago Be among the first 25 applicants.

This role is based in Charlotte, NC, requiring in-office attendance on Mondays, Wednesdays, and Fridays.

The Chief Growth Officer (CGO) is a key leadership position responsible for the firm’s market expansion and growth. The CGO will collaborate with the leadership team to develop, execute, and measure growth initiatives, primarily through Advisor Recruitment, M&A, and Asset Management Services. This role reports directly to the Chief Experience Officer.

Primary

  • Design and implement the strategic growth plan of IAA.
  • Build and maintain relationships with COIs and third-party recruiting firms to generate new advisor leads.
  • Identify prospects and guide them through the sales pipeline using a relationship-oriented, consultative approach.
  • Engage with advisors on M&A opportunities for potential acquisitions.
  • Represent IAA at industry networking events and conferences.
  • Report regularly on recruiting efforts and revenue growth initiatives.
  • Build and lead a team to maximize growth outcomes.

Preferred

  • At least 10 years of experience in the financial services industry.
  • Experience in advisor recruitment within RIA and BD channels.
  • Knowledge of LPLs platform is a plus.
  • Strong relationship-building and leadership skills.
  • Excellent presentation skills.

Additional

  • Seniority
  • Executive
  • Employment
  • Full-time
  • Marketing and Sales

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Job Tags

Full time, Monday to Friday,

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